Filed September 19, 2024
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,109 | $62,583-27.9% | $76,767-41.2% | $64,173-29.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -7.54% | -1.95%-5.6pp | 2.43%-10.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,864 | $1,832+56.3% | $2,485+15.2% | $2,381+20.3% |
| Participant deferral / active EE | $2,121 | $3,145-32.6% | $3,852-44.9% | $3,470-38.9% |
| Admin fee / account holder | $4,020 | $4,667-13.9% | $6,675-39.8% | $4,887-17.7% |